Answered
Is it possible to have one form where the PDF report is emailed to different people based on a selection within the form - say, an operation? (Meaning if an employee chooses operation A the form is emailed to the manager of operation A, if an employee chooses operation B the form is emailed to the manager of operation B, etc.) Is this possible with reference data possibly?
0
Comments
Post is closed for comments.
2024 Update:
The Community is getting cleaned up! If you are stumbling across this post after September of 2024, this is the most recent solution or answer to the request in this post.
To learn more, visit the Help Center article, "Conditional Email with Reference Data."
Hi Danielle,
Thanks so much for posting! I'm going to move this over to "Using Apps" category because there is, as you suspected, a work-around with Reference Data.
From Jason Good:
I have a similar issue to the above. Except we need to be able to email our PDF to a list of people from our client. I am thinking I will create a new screen with 10 plus short fields formatted to email. Based on the clients company name this screen will be visible. The user then fills the fields from the reference data. not ideal would be nice to be able to do from a grid preview lopped screen. but will suffice.(I hope)